Volunteer Income Tax Assistance

VITA

VITA

In service from Jan-Mar 2019

Volunteer Income Tax Assistance (VITA) is an I.R.S. program that provides free income tax preparation to low-income, students, elderly, non-resident, disabled, and limited English proficient individuals.
Our CSULB VITA site is available to qualifying taxpayers with an income level of $54,000 or less. IRS-certified volunteers provide free basic income tax return preparation with electronic filing for federal and state tax returns. They can inform taxpayers about special tax credits for which they may qualify such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled. Don’t put off your taxes! CSULB VITA has refunded over $834,000 in taxpayer dollars last tax season.

We have informational flyers available in English and Spanish for your convenience.

For Students:
If you are an Accountancy major and meet the following requirements:

  • You completed the tax class – ACCT 351 by fall 2018
  • You are registered for ACCT 351 for spring 2019

You can register for ACCT 352 (VITA) for spring 2019. VITA provides you a unique opportunity to prepare taxes for the Long Beach community. Last spring our volunteers prepared about 700 Federal and State returns from low-income families, persons with disabilities, and limited English speaking taxpayers. Be a part of this impact!

You can opt for 1-4 units (most students choose 4 units). It counts towards the 150 units for CPA. Each unit represents a volunteer hour per week. Ex. 4 units = 4 hrs. per week. You can choose 2 hours twice a week anytime between 8 am to 8 pm M-Th, 9 am to 4 pm on Friday’s. You will have certain events on Saturdays either on campus or off-campus. The volunteering is completed by spring break.

Please note: Training dates (TBA) will be held in January leading up to the start of Spring Semester. If you have any questions, please email sudha.krishnan@csulb.edu. You need the approval to add the class to your schedule. Please apply by clicking HERE.

Hours of Operation

Our CSULB Vita site will be available from Monday, January 28, 2019 to Friday, March 29, 2019.

Monday
8 am – 8 pm

Tuesday
8 am – 8 pm

Wednesday
8 am – 8 pm

Thursday
8 am – 8 pm

Friday
9 am – 3 pm

Site will be closed Monday, February 18

We are located in COB 237 Computer Lab.

Before You Visit

Required Documentation

  • Government issued photo ID (Driver’s License)
  • Original Government Issued Social Security Card (or documents of Individual Taxpayer Identification Number – ITIN) (No Photocopies or Pictures)
  • All W-2’s and 1099’s (if any)
  • Other income and expense information
  • Total tuition fees and expenses paid (form 1098-T)
  • Total expenses paid for child/day care
  • Day care or dependent care provider’s address, phone, and identifying number (SSN or EIN)
  • Bank account and routing number (voided check) for direct deposit of refund
  • Last year’s tax return is helpful, but not required
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

Questions?

Contact Vincent Nguyen, VITA Coordinator, at vita.csulb@gmail.com.

Address

College of Business
COB Computer Lab
California State University, Long Beach
1250 Bellflower Blvd.
Long Beach, CA 90840-8504

All parked vehicles on campus must have a valid parking permit.